View ValuationSankyu 将来の成長Future 基準チェック /16Sankyu利益と収益がそれぞれ年間5.1%と2.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11.6% 7.8%なると予測されています。主要情報5.1%収益成長率7.77%EPS成長率Logistics 収益成長15.3%収益成長率2.5%将来の株主資本利益率11.59%アナリストカバレッジGood最終更新日12 Jun 2026今後の成長に関する最新情報分析記事 • May 18Sankyu Inc. (TSE:9065) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearIt's been a good week for Sankyu Inc. ( TSE:9065 ) shareholders, because the company has just released its latest...Price Target Changed • Aug 21Price target increased by 9.6% to JP¥9,167Up from JP¥8,367, the current price target is an average from 6 analysts. New target price is 9.7% above last closing price of JP¥8,359. Stock is up 84% over the past year. The company is forecast to post earnings per share of JP¥589 for next year compared to JP¥571 last year.Price Target Changed • Jun 12Price target increased by 7.0% to JP¥7,850Up from JP¥7,333, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥7,491. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥589 for next year compared to JP¥571 last year.分析記事 • May 14Sankyu Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearIt's been a good week for Sankyu Inc. ( TSE:9065 ) shareholders, because the company has just released its latest...Price Target Changed • Mar 25Price target increased by 7.1% to JP¥6,917Up from JP¥6,460, the current price target is an average from 6 analysts. New target price is 8.5% above last closing price of JP¥6,374. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥535 for next year compared to JP¥429 last year.Price Target Changed • May 27Price target increased to JP¥5,787Up from JP¥5,400, the current price target is an average from 6 analysts. New target price is 21% above last closing price of JP¥4,790. Stock is up 9.0% over the past year.すべての更新を表示Recent updatesBuy Or Sell Opportunity • Jun 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to JP¥8,517. The fair value is estimated to be JP¥10,651, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.お知らせ • May 30Sankyu Inc. to Report Q1, 2027 Results on Jul 31, 2026Sankyu Inc. announced that they will report Q1, 2027 results on Jul 31, 2026分析記事 • May 18Sankyu Inc. (TSE:9065) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearIt's been a good week for Sankyu Inc. ( TSE:9065 ) shareholders, because the company has just released its latest...Reported Earnings • May 16Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥614 (up from JP¥571 in FY 2025). Revenue: JP¥631.6b (up 4.1% from FY 2025). Net income: JP¥31.5b (up 2.5% from FY 2025). Profit margin: 5.0% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.お知らせ • May 15+ 1 more updateSankyu Inc., Annual General Meeting, Jun 25, 2026Sankyu Inc., Annual General Meeting, Jun 25, 2026.ライブニュース • May 15Sankyu Unveils Stock Split and Expanded Share Authorization With Higher Dividend ProposalSankyu plans a 5-for-1 stock split of its common shares effective October 1, 2026, while increasing authorized shares from 200 million to 1 billion to allow more flexibility for future equity measures. For the year ended March 31, 2026, Sankyu reported higher sales and net profit and plans to raise its year-end dividend to ¥128 per share, bringing total annual dividends to ¥246 per share, subject to shareholder approval. The company has revised its Vision 2030 roadmap and Medium-Term Management Plan 2026, resetting financial and non-financial targets and aiming to expand its consolidated investment scope through new partnerships. These moves indicate a company that is actively refining its long-term plan, adjusting its capital structure and returning more cash to shareholders, while maintaining flexibility for future investments. Investors may want to pay close attention to how the share split, dividend policy and expanded authorized share count interact over time, particularly in relation to potential dilution risk and the execution of the updated Vision 2030 targets.お知らせ • May 09Sankyu Inc. to Report Fiscal Year 2026 Results on May 14, 2026Sankyu Inc. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥118 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).Buy Or Sell Opportunity • Feb 20Now 20% undervaluedOver the last 90 days, the stock has risen 14% to JP¥9,790. The fair value is estimated to be JP¥12,260, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥198 (vs JP¥170 in 3Q 2025)Third quarter 2026 results: EPS: JP¥198 (up from JP¥170 in 3Q 2025). Revenue: JP¥156.8b (flat on 3Q 2025). Net income: JP¥10.1b (up 12% from 3Q 2025). Profit margin: 6.4% (up from 5.8% in 3Q 2025). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 30Sankyu (TSE:9065) Is Due To Pay A Dividend Of ¥118.00Sankyu Inc. ( TSE:9065 ) has announced that it will pay a dividend of ¥118.00 per share on the 29th of June. However...お知らせ • Jan 30Sankyu Inc. Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2026Sankyu Inc. provided year end dividend guidance for the Fiscal year ending March 31, 2026. For the period, the company expects year end dividend of JPY 118.00 per share against JPY 130.00 per share paid last year.分析記事 • Dec 30Here's Why Sankyu (TSE:9065) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Dec 12Here's Why We Think Sankyu (TSE:9065) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Declared Dividend • Dec 09First half dividend of JP¥118 announcedShareholders will receive a dividend of JP¥118. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 02Sankyu Inc. to Report Q3, 2026 Results on Jan 30, 2026Sankyu Inc. announced that they will report Q3, 2026 results on Jan 30, 2026分析記事 • Nov 25Returns On Capital At Sankyu (TSE:9065) Have Hit The BrakesIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥140 (vs JP¥140 in 2Q 2025)Second quarter 2026 results: EPS: JP¥140 (down from JP¥140 in 2Q 2025). Revenue: JP¥161.6b (up 3.5% from 2Q 2025). Net income: JP¥7.21b (down 4.8% from 2Q 2025). Profit margin: 4.5% (down from 4.9% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.分析記事 • Oct 29A Look At The Intrinsic Value Of Sankyu Inc. (TSE:9065)Key Insights Sankyu's estimated fair value is JP¥8,449 based on 2 Stage Free Cash Flow to Equity Current share price of...分析記事 • Oct 09Sankyu Inc.'s (TSE:9065) Share Price Not Quite Adding UpIt's not a stretch to say that Sankyu Inc.'s ( TSE:9065 ) price-to-earnings (or "P/E") ratio of 13.3x right now seems...Upcoming Dividend • Sep 22Upcoming dividend of JP¥116 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).分析記事 • Sep 03Sankyu (TSE:9065) Will Pay A Dividend Of ¥116.00The board of Sankyu Inc. ( TSE:9065 ) has announced that it will pay a dividend of ¥116.00 per share on the 5th of...お知らせ • Sep 03Sankyu Inc. to Report Q2, 2026 Results on Oct 31, 2025Sankyu Inc. announced that they will report Q2, 2026 results on Oct 31, 2025Price Target Changed • Aug 21Price target increased by 9.6% to JP¥9,167Up from JP¥8,367, the current price target is an average from 6 analysts. New target price is 9.7% above last closing price of JP¥8,359. Stock is up 84% over the past year. The company is forecast to post earnings per share of JP¥589 for next year compared to JP¥571 last year.Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥120 (vs JP¥102 in 1Q 2025)First quarter 2026 results: EPS: JP¥120 (up from JP¥102 in 1Q 2025). Revenue: JP¥154.0b (up 7.6% from 1Q 2025). Net income: JP¥6.30b (up 11% from 1Q 2025). Profit margin: 4.1% (up from 4.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 25Sankyu (TSE:9065) Is Due To Pay A Dividend Of ¥116.00The board of Sankyu Inc. ( TSE:9065 ) has announced that it will pay a dividend of ¥116.00 per share on the 5th of...分析記事 • Jul 24Do Sankyu's (TSE:9065) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Jul 10Sankyu's (TSE:9065) Dividend Will Be ¥116.00The board of Sankyu Inc. ( TSE:9065 ) has announced that it will pay a dividend of ¥116.00 per share on the 5th of...Declared Dividend • Jul 09Final dividend increased to JP¥116Dividend of JP¥116 is 14% higher than last year. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 08Sankyu (TSE:9065) Could Be Struggling To Allocate CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Jun 29Sankyu Inc. to Report Q1, 2026 Results on Jul 31, 2025Sankyu Inc. announced that they will report Q1, 2026 results on Jul 31, 2025分析記事 • Jun 17Is Sankyu (TSE:9065) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Jun 12Price target increased by 7.0% to JP¥7,850Up from JP¥7,333, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥7,491. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥589 for next year compared to JP¥571 last year.分析記事 • May 14Sankyu Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearIt's been a good week for Sankyu Inc. ( TSE:9065 ) shareholders, because the company has just released its latest...お知らせ • May 13Sankyu Inc. (TSE:9065) announces an Equity Buyback for 5,000,000 shares, representing 9.52% for ¥20,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 9.52% of its total shares outstanding (excluding treasury shares), for a total of ¥20,000 million. The purpose of repurchase program is to enhance corporate value through the optimization of capital structure and strengthening of shareholder returns. The repurchase program is valid till February 27, 2026. As of April 30, 2025, the company had 52,541,459 shares outstanding (excluding treasury shares) and 2,928,798 shares in treasury.Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥571 (up from JP¥429 in FY 2024). Revenue: JP¥606.8b (up 7.7% from FY 2024). Net income: JP¥30.7b (up 26% from FY 2024). Profit margin: 5.1% (up from 4.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.8%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12+ 3 more updatesSankyu Inc., Annual General Meeting, Jun 26, 2025Sankyu Inc., Annual General Meeting, Jun 26, 2025.分析記事 • May 09Sankyu Inc.'s (TSE:9065) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Sankyu Inc.'s ( TSE:9065 ) price-to-earnings (or "P/E") ratio of 12.2x right now seems...分析記事 • Apr 08A Look At The Fair Value Of Sankyu Inc. (TSE:9065)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sankyu fair value estimate is JP¥6,900 Sankyu's JP¥5,645 share...Price Target Changed • Mar 25Price target increased by 7.1% to JP¥6,917Up from JP¥6,460, the current price target is an average from 6 analysts. New target price is 8.5% above last closing price of JP¥6,374. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥535 for next year compared to JP¥429 last year.Upcoming Dividend • Mar 21Upcoming dividend of JP¥102 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).分析記事 • Mar 14Capital Allocation Trends At Sankyu (TSE:9065) Aren't IdealIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...お知らせ • Mar 01Sankyu Inc. to Report Fiscal Year 2025 Results on May 12, 2025Sankyu Inc. announced that they will report fiscal year 2025 results on May 12, 2025Reported Earnings • Feb 01Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥170 (up from JP¥126 in 3Q 2024). Revenue: JP¥156.6b (up 8.2% from 3Q 2024). Net income: JP¥9.05b (up 28% from 3Q 2024). Profit margin: 5.8% (up from 4.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) also surpassed analyst estimates by 34%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.分析記事 • Jan 14There's No Escaping Sankyu Inc.'s (TSE:9065) Muted EarningsWith a price-to-earnings (or "P/E") ratio of 10.9x Sankyu Inc. ( TSE:9065 ) may be sending bullish signals at the...分析記事 • Dec 12Sankyu's (TSE:9065) Returns On Capital Not Reflecting Well On The BusinessWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...お知らせ • Dec 04Sankyu Inc. to Report Q3, 2025 Results on Jan 31, 2025Sankyu Inc. announced that they will report Q3, 2025 results on Jan 31, 2025Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥140 (vs JP¥99.03 in 2Q 2024)Second quarter 2025 results: EPS: JP¥140 (up from JP¥99.03 in 2Q 2024). Revenue: JP¥156.1b (up 12% from 2Q 2024). Net income: JP¥7.58b (up 34% from 2Q 2024). Profit margin: 4.9% (up from 4.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.1% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.分析記事 • Oct 24Estimating The Fair Value Of Sankyu Inc. (TSE:9065)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sankyu fair value estimate is JP¥4,876 Sankyu's JP¥4,707 share...Upcoming Dividend • Sep 20Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 3.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.2%).お知らせ • Aug 28Sankyu Inc. to Report Q2, 2025 Results on Oct 31, 2024Sankyu Inc. announced that they will report Q2, 2025 results on Oct 31, 2024分析記事 • Aug 18Sankyu (TSE:9065) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buy Or Sell Opportunity • Aug 15Now 20% overvaluedOver the last 90 days, the stock has fallen 20% to JP¥4,349. The fair value is estimated to be JP¥3,610, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥4,218, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Logistics industry in Japan. Total loss to shareholders of 6.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,606 per share.Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥102 (vs JP¥99.34 in 1Q 2024)First quarter 2025 results: EPS: JP¥102. Revenue: JP¥143.0b (up 4.0% from 1Q 2024). Net income: JP¥5.65b (down 2.3% from 1Q 2024). Profit margin: 4.0% (down from 4.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan.分析記事 • Jul 30Market Still Lacking Some Conviction On Sankyu Inc. (TSE:9065)When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Sankyu...分析記事 • Jun 03Sankyu (TSE:9065) Might Be Having Difficulty Using Its Capital EffectivelyFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • May 16Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥429. Revenue: JP¥563.5b (down 2.7% from FY 2023). Net income: JP¥24.4b (down 2.3% from FY 2023). Profit margin: 4.3% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Logistics industry in Japan.お知らせ • May 15Sankyu Inc. (TSE:9065) announces an Equity Buyback for 3,750,000 shares, representing 6.76% for ¥15,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 3,750,000 shares, representing 6.76% of its total shares outstanding (excluding treasury shares), for a total of ¥15,000 million. The purpose of repurchase program is increasing return of profits to shareholders and improving corporate value. The repurchase program is valid till February 28, 2025. As of April 30, 2024, the company had 55,484,475 shares outstanding (excluding treasury shares) and 3,088,294 shares in treasury.分析記事 • Apr 15An Intrinsic Calculation For Sankyu Inc. (TSE:9065) Suggests It's 38% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Sankyu fair value estimate is JP¥8,589 Current share price of...お知らせ • Mar 28Sankyu Inc. to Report Fiscal Year 2024 Results on May 13, 2024Sankyu Inc. announced that they will report fiscal year 2024 results on May 13, 2024お知らせ • Mar 27Sankyu Inc., Annual General Meeting, Jun 26, 2024Sankyu Inc., Annual General Meeting, Jun 26, 2024. Agenda: To approve the amendment to the Articles of Incorporation; and to transact such other business matters.Upcoming Dividend • Mar 21Upcoming dividend of JP¥84.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 58% but the company is paying out more than the cash it is generating. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.9%).Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥126 (vs JP¥107 in 3Q 2023)Third quarter 2024 results: EPS: JP¥126 (up from JP¥107 in 3Q 2023). Revenue: JP¥144.7b (down 1.7% from 3Q 2023). Net income: JP¥7.07b (up 13% from 3Q 2023). Profit margin: 4.9% (up from 4.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 27Sankyu Inc. to Report Q3, 2024 Results on Jan 30, 2024Sankyu Inc. announced that they will report Q3, 2024 results on Jan 30, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥99.03 (vs JP¥134 in 2Q 2023)Second quarter 2024 results: EPS: JP¥99.03 (down from JP¥134 in 2Q 2023). Revenue: JP¥139.7b (down 5.4% from 2Q 2023). Net income: JP¥5.68b (down 27% from 2Q 2023). Profit margin: 4.1% (down from 5.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 7% per year.Upcoming Dividend • Sep 21Upcoming dividend of JP¥84.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.6%).お知らせ • Aug 30Sankyu Inc. to Report Q2, 2024 Results on Oct 31, 2023Sankyu Inc. announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥99.34 (vs JP¥104 in 1Q 2023)First quarter 2024 results: EPS: JP¥99.34 (down from JP¥104 in 1Q 2023). Revenue: JP¥137.5b (down 3.0% from 1Q 2023). Net income: JP¥5.78b (down 4.6% from 1Q 2023). Profit margin: 4.2% (in line with 1Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.お知らせ • May 13Sankyu Inc., Annual General Meeting, Jun 23, 2023Sankyu Inc., Annual General Meeting, Jun 23, 2023.Reported Earnings • May 12Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥427 (up from JP¥382 in FY 2022). Revenue: JP¥579.2b (up 4.6% from FY 2022). Net income: JP¥25.0b (up 10% from FY 2022). Profit margin: 4.3% (up from 4.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 1.2% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 11Sankyu Inc. (TSE:9065) announces an Equity Buyback for 3,750,000 shares, representing 6.41% for ¥15,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 3,750,000 shares, representing 6.41% of its total shares outstanding (excluding treasury shares), for a total of ¥15,000 million. The purpose of repurchase program is to expand the profit returns to shareholders and improve corporate value. The repurchase program is valid till May 10, 2024. As of March 31, 2023, the company had 58,495,025 shares outstanding (excluding treasury shares) and 3,262,953 shares in treasury.Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥107 (vs JP¥85.26 in 3Q 2022)Third quarter 2023 results: EPS: JP¥107 (up from JP¥85.26 in 3Q 2022). Revenue: JP¥147.3b (up 6.9% from 3Q 2022). Net income: JP¥6.24b (up 25% from 3Q 2022). Profit margin: 4.2% (up from 3.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.お知らせ • Nov 27Sankyu Inc. to Report Q3, 2023 Results on Jan 30, 2023Sankyu Inc. announced that they will report Q3, 2023 results on Jan 30, 2023Reported Earnings • Nov 17Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥147.6b (up 7.9% from 2Q 2022). Net income: JP¥7.82b (up 21% from 2Q 2022). Profit margin: 5.3% (up from 4.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Japan.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. 1 independent director (8 non-independent directors). Independent External Director Makoto Ogawa was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥134 (vs JP¥109 in 2Q 2022)Second quarter 2023 results: EPS: JP¥134 (up from JP¥109 in 2Q 2022). Revenue: JP¥147.6b (up 7.9% from 2Q 2022). Net income: JP¥7.82b (up 21% from 2Q 2022). Profit margin: 5.3% (up from 4.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 6% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥104 (vs JP¥91.86 in 1Q 2022)First quarter 2023 results: EPS: JP¥104 (up from JP¥91.86 in 1Q 2022). Revenue: JP¥141.7b (up 3.5% from 1Q 2022). Net income: JP¥6.06b (up 9.6% from 1Q 2022). Profit margin: 4.3% (up from 4.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.2%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 8% per year.Reported Earnings • May 11Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥382 (down from JP¥389 in FY 2021). Revenue: JP¥553.8b (up 3.7% from FY 2021). Net income: JP¥22.6b (down 3.8% from FY 2021). Profit margin: 4.1% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.2%. Over the next year, revenue is forecast to grow 3.4%, compared to a 23% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent External Director Makoto Ogawa was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥85.25 (down from JP¥121 in 3Q 2021). Revenue: JP¥137.8b (up 5.1% from 3Q 2021). Net income: JP¥5.00b (down 32% from 3Q 2021). Profit margin: 3.6% (down from 5.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 5.0%, compared to a 18% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥109 (vs JP¥103 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥136.8b (up 3.6% from 2Q 2021). Net income: JP¥6.49b (up 3.7% from 2Q 2021). Profit margin: 4.7% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥91.86 (vs JP¥78.76 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥136.9b (flat on 1Q 2021). Net income: JP¥5.53b (up 16% from 1Q 2021). Profit margin: 4.0% (up from 3.5% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Price Target Changed • May 27Price target increased to JP¥5,787Up from JP¥5,400, the current price target is an average from 6 analysts. New target price is 21% above last closing price of JP¥4,790. Stock is up 9.0% over the past year.Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥389 (vs JP¥423 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥533.9b (down 6.2% from FY 2020). Net income: JP¥23.5b (down 8.1% from FY 2020). Profit margin: 4.4% (down from 4.5% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).Is New 90 Day High Low • Mar 01New 90-day high: JP¥4,550The company is up 15% from its price of JP¥3,940 on 01 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥5,672 per share.Reported Earnings • Feb 20Third quarter 2021 earnings released: EPS JP¥121 (vs JP¥109 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥131.1b (down 7.8% from 3Q 2020). Net income: JP¥7.34b (up 11% from 3Q 2020). Profit margin: 5.6% (up from 4.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 20Revenue and earnings miss expectationsRevenue missed analyst estimates by 6.0%. Earnings per share (EPS) also missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 2.6%, compared to a 15% growth forecast for the Transportation industry in Japan.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥4,470, the stock is trading at a trailing P/E ratio of 11x, up from the previous P/E ratio of 9.5x. This compares to an average P/E of 13x in the Transportation industry in Japan. Total return to shareholders over the past three years is a loss of 7.3%.Is New 90 Day High Low • Feb 05New 90-day high: JP¥4,310The company is up 9.0% from its price of JP¥3,955 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥5,993 per share.Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥121 (vs JP¥109 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥131.1b (down 7.8% from 3Q 2020). Net income: JP¥7.34b (up 11% from 3Q 2020). Profit margin: 5.6% (up from 4.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.業績と収益の成長予測TSE:9065 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029670,28036,79015,27354,26153/31/2028652,68334,02519,07249,58563/31/2027646,28333,65819,11655,59163/31/2026631,57331,50532,95551,993N/A12/31/2025623,48832,068N/AN/AN/A9/30/2025623,23231,02326,58453,012N/A6/30/2025617,72531,390N/AN/AN/A3/31/2025606,79130,74719,10043,532N/A12/31/2024597,30928,129N/AN/AN/A9/30/2024585,47026,1506,83324,586N/A6/30/2024569,05224,248N/AN/AN/A3/31/2024563,54724,3796,91321,731N/A12/31/2023564,58923,370N/AN/AN/A9/30/2023567,10822,5382,62617,243N/A6/30/2023575,02424,681N/AN/AN/A3/31/2023579,22624,95917,19933,277N/A12/31/2022578,92125,734N/AN/AN/A9/30/2022569,46824,49632,40447,066N/A6/30/2022558,65023,165N/AN/AN/A3/31/2022553,83122,63628,25443,692N/A12/31/2021544,68022,196N/AN/AN/A9/30/2021537,97624,539-8,82210,397N/A6/30/2021533,28424,308N/AN/AN/A3/31/2021533,87023,5406,22125,043N/A12/31/2020543,08824,638N/AN/AN/A9/30/2020554,14623,91232,79048,255N/A6/30/2020565,86624,022N/AN/AN/A3/31/2020569,46125,61910,03222,317N/A12/31/2019571,87226,131N/AN/AN/A9/30/2019571,32126,942N/A33,610N/A6/30/2019571,85127,007N/AN/AN/A3/31/2019572,51627,470N/A49,587N/A12/31/2018565,55124,296N/AN/AN/A9/30/2018558,58522,815N/A40,084N/A6/30/2018546,27421,049N/AN/AN/A3/31/2018531,95619,402N/A22,759N/A12/31/2017521,82819,653N/AN/AN/A9/30/2017515,05319,193N/A27,070N/A6/30/2017511,97519,260N/AN/AN/A3/31/2017510,02718,208N/A37,990N/A12/31/2016512,12018,501N/AN/AN/A9/30/2016505,41016,075N/A23,087N/A6/30/2016497,33114,917N/AN/AN/A3/31/2016489,44112,911N/A7,078N/A12/31/2015486,51011,805N/AN/AN/A9/30/2015483,87311,721N/A31,182N/A6/30/2015483,58510,449N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 9065の予測収益成長率 (年間5.1% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 9065の収益 ( 5.1% ) JP市場 ( 9.2% ) よりも低い成長が予測されています。高成長収益: 9065の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 9065の収益 ( 2.5% ) JP市場 ( 5.9% ) よりも低い成長が予測されています。高い収益成長: 9065の収益 ( 2.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 9065の 自己資本利益率 は、3年後には低くなると予測されています ( 11.6 %)。成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/12 20:56終値2026/06/12 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sankyu Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Ryota HimenoBarclaysYasuhito TsuchiyaBofA Global ResearchRyota HimenoCitigroup Inc9 その他のアナリストを表示
分析記事 • May 18Sankyu Inc. (TSE:9065) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearIt's been a good week for Sankyu Inc. ( TSE:9065 ) shareholders, because the company has just released its latest...
Price Target Changed • Aug 21Price target increased by 9.6% to JP¥9,167Up from JP¥8,367, the current price target is an average from 6 analysts. New target price is 9.7% above last closing price of JP¥8,359. Stock is up 84% over the past year. The company is forecast to post earnings per share of JP¥589 for next year compared to JP¥571 last year.
Price Target Changed • Jun 12Price target increased by 7.0% to JP¥7,850Up from JP¥7,333, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥7,491. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥589 for next year compared to JP¥571 last year.
分析記事 • May 14Sankyu Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearIt's been a good week for Sankyu Inc. ( TSE:9065 ) shareholders, because the company has just released its latest...
Price Target Changed • Mar 25Price target increased by 7.1% to JP¥6,917Up from JP¥6,460, the current price target is an average from 6 analysts. New target price is 8.5% above last closing price of JP¥6,374. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥535 for next year compared to JP¥429 last year.
Price Target Changed • May 27Price target increased to JP¥5,787Up from JP¥5,400, the current price target is an average from 6 analysts. New target price is 21% above last closing price of JP¥4,790. Stock is up 9.0% over the past year.
Buy Or Sell Opportunity • Jun 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to JP¥8,517. The fair value is estimated to be JP¥10,651, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.
お知らせ • May 30Sankyu Inc. to Report Q1, 2027 Results on Jul 31, 2026Sankyu Inc. announced that they will report Q1, 2027 results on Jul 31, 2026
分析記事 • May 18Sankyu Inc. (TSE:9065) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearIt's been a good week for Sankyu Inc. ( TSE:9065 ) shareholders, because the company has just released its latest...
Reported Earnings • May 16Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥614 (up from JP¥571 in FY 2025). Revenue: JP¥631.6b (up 4.1% from FY 2025). Net income: JP¥31.5b (up 2.5% from FY 2025). Profit margin: 5.0% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.
お知らせ • May 15+ 1 more updateSankyu Inc., Annual General Meeting, Jun 25, 2026Sankyu Inc., Annual General Meeting, Jun 25, 2026.
ライブニュース • May 15Sankyu Unveils Stock Split and Expanded Share Authorization With Higher Dividend ProposalSankyu plans a 5-for-1 stock split of its common shares effective October 1, 2026, while increasing authorized shares from 200 million to 1 billion to allow more flexibility for future equity measures. For the year ended March 31, 2026, Sankyu reported higher sales and net profit and plans to raise its year-end dividend to ¥128 per share, bringing total annual dividends to ¥246 per share, subject to shareholder approval. The company has revised its Vision 2030 roadmap and Medium-Term Management Plan 2026, resetting financial and non-financial targets and aiming to expand its consolidated investment scope through new partnerships. These moves indicate a company that is actively refining its long-term plan, adjusting its capital structure and returning more cash to shareholders, while maintaining flexibility for future investments. Investors may want to pay close attention to how the share split, dividend policy and expanded authorized share count interact over time, particularly in relation to potential dilution risk and the execution of the updated Vision 2030 targets.
お知らせ • May 09Sankyu Inc. to Report Fiscal Year 2026 Results on May 14, 2026Sankyu Inc. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥118 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).
Buy Or Sell Opportunity • Feb 20Now 20% undervaluedOver the last 90 days, the stock has risen 14% to JP¥9,790. The fair value is estimated to be JP¥12,260, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥198 (vs JP¥170 in 3Q 2025)Third quarter 2026 results: EPS: JP¥198 (up from JP¥170 in 3Q 2025). Revenue: JP¥156.8b (flat on 3Q 2025). Net income: JP¥10.1b (up 12% from 3Q 2025). Profit margin: 6.4% (up from 5.8% in 3Q 2025). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 30Sankyu (TSE:9065) Is Due To Pay A Dividend Of ¥118.00Sankyu Inc. ( TSE:9065 ) has announced that it will pay a dividend of ¥118.00 per share on the 29th of June. However...
お知らせ • Jan 30Sankyu Inc. Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2026Sankyu Inc. provided year end dividend guidance for the Fiscal year ending March 31, 2026. For the period, the company expects year end dividend of JPY 118.00 per share against JPY 130.00 per share paid last year.
分析記事 • Dec 30Here's Why Sankyu (TSE:9065) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Dec 12Here's Why We Think Sankyu (TSE:9065) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Declared Dividend • Dec 09First half dividend of JP¥118 announcedShareholders will receive a dividend of JP¥118. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 02Sankyu Inc. to Report Q3, 2026 Results on Jan 30, 2026Sankyu Inc. announced that they will report Q3, 2026 results on Jan 30, 2026
分析記事 • Nov 25Returns On Capital At Sankyu (TSE:9065) Have Hit The BrakesIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥140 (vs JP¥140 in 2Q 2025)Second quarter 2026 results: EPS: JP¥140 (down from JP¥140 in 2Q 2025). Revenue: JP¥161.6b (up 3.5% from 2Q 2025). Net income: JP¥7.21b (down 4.8% from 2Q 2025). Profit margin: 4.5% (down from 4.9% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.
分析記事 • Oct 29A Look At The Intrinsic Value Of Sankyu Inc. (TSE:9065)Key Insights Sankyu's estimated fair value is JP¥8,449 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 • Oct 09Sankyu Inc.'s (TSE:9065) Share Price Not Quite Adding UpIt's not a stretch to say that Sankyu Inc.'s ( TSE:9065 ) price-to-earnings (or "P/E") ratio of 13.3x right now seems...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥116 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).
分析記事 • Sep 03Sankyu (TSE:9065) Will Pay A Dividend Of ¥116.00The board of Sankyu Inc. ( TSE:9065 ) has announced that it will pay a dividend of ¥116.00 per share on the 5th of...
お知らせ • Sep 03Sankyu Inc. to Report Q2, 2026 Results on Oct 31, 2025Sankyu Inc. announced that they will report Q2, 2026 results on Oct 31, 2025
Price Target Changed • Aug 21Price target increased by 9.6% to JP¥9,167Up from JP¥8,367, the current price target is an average from 6 analysts. New target price is 9.7% above last closing price of JP¥8,359. Stock is up 84% over the past year. The company is forecast to post earnings per share of JP¥589 for next year compared to JP¥571 last year.
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥120 (vs JP¥102 in 1Q 2025)First quarter 2026 results: EPS: JP¥120 (up from JP¥102 in 1Q 2025). Revenue: JP¥154.0b (up 7.6% from 1Q 2025). Net income: JP¥6.30b (up 11% from 1Q 2025). Profit margin: 4.1% (up from 4.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 25Sankyu (TSE:9065) Is Due To Pay A Dividend Of ¥116.00The board of Sankyu Inc. ( TSE:9065 ) has announced that it will pay a dividend of ¥116.00 per share on the 5th of...
分析記事 • Jul 24Do Sankyu's (TSE:9065) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Jul 10Sankyu's (TSE:9065) Dividend Will Be ¥116.00The board of Sankyu Inc. ( TSE:9065 ) has announced that it will pay a dividend of ¥116.00 per share on the 5th of...
Declared Dividend • Jul 09Final dividend increased to JP¥116Dividend of JP¥116 is 14% higher than last year. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 08Sankyu (TSE:9065) Could Be Struggling To Allocate CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Jun 29Sankyu Inc. to Report Q1, 2026 Results on Jul 31, 2025Sankyu Inc. announced that they will report Q1, 2026 results on Jul 31, 2025
分析記事 • Jun 17Is Sankyu (TSE:9065) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Jun 12Price target increased by 7.0% to JP¥7,850Up from JP¥7,333, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥7,491. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥589 for next year compared to JP¥571 last year.
分析記事 • May 14Sankyu Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearIt's been a good week for Sankyu Inc. ( TSE:9065 ) shareholders, because the company has just released its latest...
お知らせ • May 13Sankyu Inc. (TSE:9065) announces an Equity Buyback for 5,000,000 shares, representing 9.52% for ¥20,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 9.52% of its total shares outstanding (excluding treasury shares), for a total of ¥20,000 million. The purpose of repurchase program is to enhance corporate value through the optimization of capital structure and strengthening of shareholder returns. The repurchase program is valid till February 27, 2026. As of April 30, 2025, the company had 52,541,459 shares outstanding (excluding treasury shares) and 2,928,798 shares in treasury.
Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥571 (up from JP¥429 in FY 2024). Revenue: JP¥606.8b (up 7.7% from FY 2024). Net income: JP¥30.7b (up 26% from FY 2024). Profit margin: 5.1% (up from 4.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.8%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12+ 3 more updatesSankyu Inc., Annual General Meeting, Jun 26, 2025Sankyu Inc., Annual General Meeting, Jun 26, 2025.
分析記事 • May 09Sankyu Inc.'s (TSE:9065) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Sankyu Inc.'s ( TSE:9065 ) price-to-earnings (or "P/E") ratio of 12.2x right now seems...
分析記事 • Apr 08A Look At The Fair Value Of Sankyu Inc. (TSE:9065)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sankyu fair value estimate is JP¥6,900 Sankyu's JP¥5,645 share...
Price Target Changed • Mar 25Price target increased by 7.1% to JP¥6,917Up from JP¥6,460, the current price target is an average from 6 analysts. New target price is 8.5% above last closing price of JP¥6,374. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥535 for next year compared to JP¥429 last year.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥102 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).
分析記事 • Mar 14Capital Allocation Trends At Sankyu (TSE:9065) Aren't IdealIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
お知らせ • Mar 01Sankyu Inc. to Report Fiscal Year 2025 Results on May 12, 2025Sankyu Inc. announced that they will report fiscal year 2025 results on May 12, 2025
Reported Earnings • Feb 01Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥170 (up from JP¥126 in 3Q 2024). Revenue: JP¥156.6b (up 8.2% from 3Q 2024). Net income: JP¥9.05b (up 28% from 3Q 2024). Profit margin: 5.8% (up from 4.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) also surpassed analyst estimates by 34%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year.
分析記事 • Jan 14There's No Escaping Sankyu Inc.'s (TSE:9065) Muted EarningsWith a price-to-earnings (or "P/E") ratio of 10.9x Sankyu Inc. ( TSE:9065 ) may be sending bullish signals at the...
分析記事 • Dec 12Sankyu's (TSE:9065) Returns On Capital Not Reflecting Well On The BusinessWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
お知らせ • Dec 04Sankyu Inc. to Report Q3, 2025 Results on Jan 31, 2025Sankyu Inc. announced that they will report Q3, 2025 results on Jan 31, 2025
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥140 (vs JP¥99.03 in 2Q 2024)Second quarter 2025 results: EPS: JP¥140 (up from JP¥99.03 in 2Q 2024). Revenue: JP¥156.1b (up 12% from 2Q 2024). Net income: JP¥7.58b (up 34% from 2Q 2024). Profit margin: 4.9% (up from 4.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.1% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.
分析記事 • Oct 24Estimating The Fair Value Of Sankyu Inc. (TSE:9065)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sankyu fair value estimate is JP¥4,876 Sankyu's JP¥4,707 share...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 3.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.2%).
お知らせ • Aug 28Sankyu Inc. to Report Q2, 2025 Results on Oct 31, 2024Sankyu Inc. announced that they will report Q2, 2025 results on Oct 31, 2024
分析記事 • Aug 18Sankyu (TSE:9065) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buy Or Sell Opportunity • Aug 15Now 20% overvaluedOver the last 90 days, the stock has fallen 20% to JP¥4,349. The fair value is estimated to be JP¥3,610, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥4,218, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Logistics industry in Japan. Total loss to shareholders of 6.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,606 per share.
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥102 (vs JP¥99.34 in 1Q 2024)First quarter 2025 results: EPS: JP¥102. Revenue: JP¥143.0b (up 4.0% from 1Q 2024). Net income: JP¥5.65b (down 2.3% from 1Q 2024). Profit margin: 4.0% (down from 4.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan.
分析記事 • Jul 30Market Still Lacking Some Conviction On Sankyu Inc. (TSE:9065)When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Sankyu...
分析記事 • Jun 03Sankyu (TSE:9065) Might Be Having Difficulty Using Its Capital EffectivelyFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • May 16Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥429. Revenue: JP¥563.5b (down 2.7% from FY 2023). Net income: JP¥24.4b (down 2.3% from FY 2023). Profit margin: 4.3% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Logistics industry in Japan.
お知らせ • May 15Sankyu Inc. (TSE:9065) announces an Equity Buyback for 3,750,000 shares, representing 6.76% for ¥15,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 3,750,000 shares, representing 6.76% of its total shares outstanding (excluding treasury shares), for a total of ¥15,000 million. The purpose of repurchase program is increasing return of profits to shareholders and improving corporate value. The repurchase program is valid till February 28, 2025. As of April 30, 2024, the company had 55,484,475 shares outstanding (excluding treasury shares) and 3,088,294 shares in treasury.
分析記事 • Apr 15An Intrinsic Calculation For Sankyu Inc. (TSE:9065) Suggests It's 38% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Sankyu fair value estimate is JP¥8,589 Current share price of...
お知らせ • Mar 28Sankyu Inc. to Report Fiscal Year 2024 Results on May 13, 2024Sankyu Inc. announced that they will report fiscal year 2024 results on May 13, 2024
お知らせ • Mar 27Sankyu Inc., Annual General Meeting, Jun 26, 2024Sankyu Inc., Annual General Meeting, Jun 26, 2024. Agenda: To approve the amendment to the Articles of Incorporation; and to transact such other business matters.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥84.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 58% but the company is paying out more than the cash it is generating. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.9%).
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥126 (vs JP¥107 in 3Q 2023)Third quarter 2024 results: EPS: JP¥126 (up from JP¥107 in 3Q 2023). Revenue: JP¥144.7b (down 1.7% from 3Q 2023). Net income: JP¥7.07b (up 13% from 3Q 2023). Profit margin: 4.9% (up from 4.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 27Sankyu Inc. to Report Q3, 2024 Results on Jan 30, 2024Sankyu Inc. announced that they will report Q3, 2024 results on Jan 30, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥99.03 (vs JP¥134 in 2Q 2023)Second quarter 2024 results: EPS: JP¥99.03 (down from JP¥134 in 2Q 2023). Revenue: JP¥139.7b (down 5.4% from 2Q 2023). Net income: JP¥5.68b (down 27% from 2Q 2023). Profit margin: 4.1% (down from 5.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 7% per year.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥84.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.6%).
お知らせ • Aug 30Sankyu Inc. to Report Q2, 2024 Results on Oct 31, 2023Sankyu Inc. announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥99.34 (vs JP¥104 in 1Q 2023)First quarter 2024 results: EPS: JP¥99.34 (down from JP¥104 in 1Q 2023). Revenue: JP¥137.5b (down 3.0% from 1Q 2023). Net income: JP¥5.78b (down 4.6% from 1Q 2023). Profit margin: 4.2% (in line with 1Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.
お知らせ • May 13Sankyu Inc., Annual General Meeting, Jun 23, 2023Sankyu Inc., Annual General Meeting, Jun 23, 2023.
Reported Earnings • May 12Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥427 (up from JP¥382 in FY 2022). Revenue: JP¥579.2b (up 4.6% from FY 2022). Net income: JP¥25.0b (up 10% from FY 2022). Profit margin: 4.3% (up from 4.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 1.2% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 11Sankyu Inc. (TSE:9065) announces an Equity Buyback for 3,750,000 shares, representing 6.41% for ¥15,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 3,750,000 shares, representing 6.41% of its total shares outstanding (excluding treasury shares), for a total of ¥15,000 million. The purpose of repurchase program is to expand the profit returns to shareholders and improve corporate value. The repurchase program is valid till May 10, 2024. As of March 31, 2023, the company had 58,495,025 shares outstanding (excluding treasury shares) and 3,262,953 shares in treasury.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).
Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥107 (vs JP¥85.26 in 3Q 2022)Third quarter 2023 results: EPS: JP¥107 (up from JP¥85.26 in 3Q 2022). Revenue: JP¥147.3b (up 6.9% from 3Q 2022). Net income: JP¥6.24b (up 25% from 3Q 2022). Profit margin: 4.2% (up from 3.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.
お知らせ • Nov 27Sankyu Inc. to Report Q3, 2023 Results on Jan 30, 2023Sankyu Inc. announced that they will report Q3, 2023 results on Jan 30, 2023
Reported Earnings • Nov 17Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥147.6b (up 7.9% from 2Q 2022). Net income: JP¥7.82b (up 21% from 2Q 2022). Profit margin: 5.3% (up from 4.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Japan.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. 1 independent director (8 non-independent directors). Independent External Director Makoto Ogawa was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥134 (vs JP¥109 in 2Q 2022)Second quarter 2023 results: EPS: JP¥134 (up from JP¥109 in 2Q 2022). Revenue: JP¥147.6b (up 7.9% from 2Q 2022). Net income: JP¥7.82b (up 21% from 2Q 2022). Profit margin: 5.3% (up from 4.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 6% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥104 (vs JP¥91.86 in 1Q 2022)First quarter 2023 results: EPS: JP¥104 (up from JP¥91.86 in 1Q 2022). Revenue: JP¥141.7b (up 3.5% from 1Q 2022). Net income: JP¥6.06b (up 9.6% from 1Q 2022). Profit margin: 4.3% (up from 4.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.2%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 8% per year.
Reported Earnings • May 11Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥382 (down from JP¥389 in FY 2021). Revenue: JP¥553.8b (up 3.7% from FY 2021). Net income: JP¥22.6b (down 3.8% from FY 2021). Profit margin: 4.1% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.2%. Over the next year, revenue is forecast to grow 3.4%, compared to a 23% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent External Director Makoto Ogawa was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥85.25 (down from JP¥121 in 3Q 2021). Revenue: JP¥137.8b (up 5.1% from 3Q 2021). Net income: JP¥5.00b (down 32% from 3Q 2021). Profit margin: 3.6% (down from 5.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 5.0%, compared to a 18% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.
Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥109 (vs JP¥103 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥136.8b (up 3.6% from 2Q 2021). Net income: JP¥6.49b (up 3.7% from 2Q 2021). Profit margin: 4.7% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥91.86 (vs JP¥78.76 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥136.9b (flat on 1Q 2021). Net income: JP¥5.53b (up 16% from 1Q 2021). Profit margin: 4.0% (up from 3.5% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Price Target Changed • May 27Price target increased to JP¥5,787Up from JP¥5,400, the current price target is an average from 6 analysts. New target price is 21% above last closing price of JP¥4,790. Stock is up 9.0% over the past year.
Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥389 (vs JP¥423 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥533.9b (down 6.2% from FY 2020). Net income: JP¥23.5b (down 8.1% from FY 2020). Profit margin: 4.4% (down from 4.5% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
Is New 90 Day High Low • Mar 01New 90-day high: JP¥4,550The company is up 15% from its price of JP¥3,940 on 01 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥5,672 per share.
Reported Earnings • Feb 20Third quarter 2021 earnings released: EPS JP¥121 (vs JP¥109 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥131.1b (down 7.8% from 3Q 2020). Net income: JP¥7.34b (up 11% from 3Q 2020). Profit margin: 5.6% (up from 4.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 20Revenue and earnings miss expectationsRevenue missed analyst estimates by 6.0%. Earnings per share (EPS) also missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 2.6%, compared to a 15% growth forecast for the Transportation industry in Japan.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥4,470, the stock is trading at a trailing P/E ratio of 11x, up from the previous P/E ratio of 9.5x. This compares to an average P/E of 13x in the Transportation industry in Japan. Total return to shareholders over the past three years is a loss of 7.3%.
Is New 90 Day High Low • Feb 05New 90-day high: JP¥4,310The company is up 9.0% from its price of JP¥3,955 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥5,993 per share.
Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥121 (vs JP¥109 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥131.1b (down 7.8% from 3Q 2020). Net income: JP¥7.34b (up 11% from 3Q 2020). Profit margin: 5.6% (up from 4.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.